InsidersTradesSigma
Track the LAM Research CORP stock price and the full directors' dealings record of the company, a listed equity based in United States. Shares trade on the US market, under the supervision of SEC (Form 4). Operating in the Technology sector, LAM Research CORP has recorded 371 public disclosures. Market capitalisation: €377.8bn. The latest transaction was disclosed on 3 September 2026 (Cession). Among the most active insiders: ARCHER TIMOTHY. All data is openly available.
371
Insider Decl.
n/a
Thresholds
€751,390
2 ops.
Buy Volume
€143m
135 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate LAM Research CORP Strong Buy (bullish), based on 31 analysts. Average price target: US$371.19.
33Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 10,511 of 29,062 companies
58.4
score / 100
Value32
Quality85
FCF yld1.3%
Earn yld1.9%
EV/EBITDA43.1x
ROE65%
Gross mgn50%
Net mgn31%
Debt/EBITDA0.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 3 September 2026
Declarations371 total
20,000 shares@ US$291.32Common StockSEC:0001707827-26-000006:0
12,270 shares@ US$59.881Common StockSEC:0001707827-26-000006:1
12,270 shares@ US$291.32Common StockSEC:0001707827-26-000006:2
27,480 shares@ US$30.033Common StockSEC:0001707827-26-000006:3
27,480 shares@ US$291.32Common StockSEC:0001707827-26-000006:4
5,000 shares@ US$302.460.0004% mcap17.7% of flowCommon StockSEC:0001642415-26-000012:0
5,000 shares@ US$302.460.0004% mcap21.5% of flowCommonSEC144:0001959173-26-006537
30,000 shares@ US$300.000.0023% mcap7.6% of flowCommon StockSEC:0001343600-26-000011:1
30,000 shares@ US$30.0330.0002% mcap0.8% of flowCommon StockSEC:0001343600-26-000011:0
30,000 shares@ US$300.000.0023% mcap8.3% of flowCommonSEC144:0001959173-26-005699
5,790 shares@ US$307.420.0005% mcap32.5% of flowCommon StockSEC:0001642415-26-000010:0
18,282 shares@ US$335.000.0015% mcap38.4% of flowCommon StockSEC:0001316065-26-000012:0
18,282 shares@ US$335.000.0015% mcap62.4% of flowCommonSEC144:0001959173-26-005202
30,000 shares@ US$390.010.0028% mcap10.7% of flowCommon StockSEC:0001343600-26-000009:1
30,000 shares@ US$30.0330.0002% mcap0.8% of flowCommon StockSEC:0001343600-26-000009:0
30,000 shares@ US$390.010.0028% mcap11.5% of flowCommonSEC144:0001959173-26-005041
1,895 sharesCommon StockSEC:0001190639-26-000004:2
2,832 sharesCommon StockSEC:0001190639-26-000004:8
1,100 sharesCommon StockSEC:0001190639-26-000006:2
974 sharesCommon StockSEC:0001190639-26-000004:0
1,083 sharesCommon StockSEC:0001190639-26-000004:1
1,277 sharesCommon StockSEC:0001190639-26-000004:3
1,070 sharesCommon StockSEC:0001190639-26-000004:4
3,644 sharesCommon StockSEC:0001190639-26-000004:5
1,481 sharesCommon StockSEC:0001190639-26-000004:6
25 of 371 declarations
关于 LAM Research CORP
泛林集团（Lam Research Corp.，纳斯达克股票代码：LRCX）是一家领先的美国上市半导体设备公司，总部位于美国加利福尼亚州弗里蒙特。该公司设计、制造和维修全球芯片制造商使用的晶圆制造设备。对于法国、比利时和瑞士的投资者而言，泛林集团是先进半导体资本支出的高质量代表，直接受益于存储器、逻辑和专用器件制造商的技术路线图。（[investor.lamresearch.com](https://investor.lamresearch.com/overview?utm_source=openai)） 泛林集团成立于 1980 年，其业务围绕半导体制造中使用的关键工艺技术而建立。其核心优势包括等离子刻蚀、薄膜沉积、晶圆清洗以及工艺控制/计量解决方案。这些工具是芯片生产中必不可少的步骤，是构建日益复杂的 3D 结构和先进节点所必需的。这种工艺专业化使泛林集团在全球集中市场中拥有持久的竞争地位，在该市场中，只有少数供应商能够提供领先晶圆厂所需的广度、精度和生产可靠性。（[lamresearch.com](https://www.lamresearch.com/products/?utm_source=openai)） 实际上，泛林集团为存储器、代工、逻辑和专用领域客户提供服务。该公司的产品用于晶体管形成、互连形成、图案化、先进存储器、封装、传感器、模拟/混合信号器件和电力电子。其价值主张不仅是硬件交付，还包括工艺知识、良率改进以及与主要半导体制造商的密切工程协作。这使得泛林集团在芯片制造商扩大产能或转向更先进制造步骤的时期尤为重要。（[lamresearch.com](https://www.lamresearch.com/ja/products/products-overview/?utm_source=openai)） 从地理上看，泛林集团在全球范围内运营，业务遍及北美、亚洲和欧洲。其国际业务支持客户邻近性、服务执行以及与领先晶圆厂和研究伙伴的共同开发项目。该公司还继续强调在美国的制造和工程能力，同时保持全球运营网络。（[investor.lamresearch.com](https://investor.lamresearch.com/overview?utm_source=openai)） 最新消息强调了该公司与人工智能驱动的半导体周期和美国制造业扩张的契合。2026 年，泛林集团宣布在博伊西加大投资，以支持美国半导体制造业的预期增长，并披露与 IBM 和 CEA-Leti 合作，旨在推进亚 1 纳米逻辑缩放和专业技术研究。此外，泛林集团表示，连续第四年被 Ethisphere 评为“全球最具道德企业”之一，这凸显了其治理和合规性状况。（[newsroom.lamresearch.com](https://newsroom.lamresearch.com/2026-02-17-Lam-Research-Deepens-Investment-in-Boise-to-Support-Projected-Growth-in-U-S-Semiconductor-Manufacturing?utm_source=openai)） 从市场角度来看，泛林集团在美国纳斯达克上市，并与半导体资本支出周期、存储器需求以及先进节点采用速度密切相关。这使其成为寻求接触人工智能和数字基础设施建设“淘金热”底层投资者的战略重要标的。（[investor.lamresearch.com](https://investor.lamresearch.com/overview?utm_source=openai)）
